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First Tr Exchange-traded Fd cmn shares owned by TrueWealth Financial Partners

Quarter-by-quarter ownership of First Tr Exchange-traded Fd cmn (HYLS) shares owned by TrueWealth Financial Partners from 13F filings

Historical chart of TrueWealth Financial Partners investment in First Tr Exchange-traded Fd cmn

Tip: Access up to 7 years of quarterly data

All positions including First Tr Exchange-traded Fd cmn held by TrueWealth Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in First Tr Exchange-traded Fd cmn by TrueWealth Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 42k 41.86

More positions owned by TrueWealth Financial Partners

Spdr Series Trust State Street Spd (SPIB)
First Tr Exch Traded Fd Iii Managd Mun Etf (FMB)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Spdr Series Trust State Street Spd (SPTM)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
Nushares Etf Tr Nuveen Esg Lrgcp (NULG)
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)
Ishares Tr Esg Msci Kld 400 (DSI)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Esg Awr Msci Usa (ESGU)
Capital Group Dividend Value Shs Creation Uni (CGDV)
First Trust S&P REIT Index Fund (FRI)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for TrueWealth Financial Partners

Top funds holding First Tr Exchange-traded Fd cmn

LPL Financial
First Trust Advisors
Wells Fargo & Company
UBS Group
Royal Bank of Canada
Raymond James Financial
Envestnet Asset Management
Wiley Bros.-aintree Capital
Kmg Fiduciary Partners
Vestmark Advisory Solutions
Stifel Financial
Park National Corp
Mount Yale Investment Advisors
Advisor Group Holdings
Cetera Investment Advisers

View all funds holding First Tr Exchange-traded Fd cmn